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Robertson Stephens Wealth Management’s AdvisorShares MSOS 2X Daily ETF MSOX Stock Holding History

Robertson Stephens Wealth Management’s Portfolio MSOX Stock Details MSOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,800
Closed -$48.4K – 642
2025
Q4 		$48.4K Buy
+10,800
New +$63.1K ﹤0.01% 635

Other funds holding MSOX

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WCM
Westend Capital Management Sausalito, California $333M AUM 86.16% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
HFO
Heritage Family Offices Scottsdale, Arizona $225M AUM 14.83% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Robertson Stephens Wealth Management's MSOX Position: Q1 2026 in Review

Robertson Stephens Wealth Management sold out of AdvisorShares MSOS 2X Daily ETF (MSOX) in Q1 2026, closing a stake of 5,401 shares — an estimated $24.2K sold.

Robertson Stephens Wealth Management first reported a position in MSOX in Q4 2025 and held it in 1 quarter. The position peaked at $24.2K in Q4 2025. 18 funds tracked by Wall St. Rank hold MSOX as of Q1 2026.

  • Robertson Stephens Wealth Management reported no remaining AdvisorShares MSOS 2X Daily ETF position as of Q1 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 5,401 AdvisorShares MSOS 2X Daily ETF shares in Q1 2026, an estimated $24.2K.
  • Robertson Stephens Wealth Management first reported a position in AdvisorShares MSOS 2X Daily ETF in Q4 2025 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's AdvisorShares MSOS 2X Daily ETF position peaked at $24.2K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held AdvisorShares MSOS 2X Daily ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.